This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Based in Sheffield, Green Wealth Management Limited specializes in helping customers of all walks of life achieve their goals.
Our Independent Financial Advisers and Independent Mortgage Consultants will arrange a meeting with you to carefully paint a picture of your current lifestyle and financial situation and also your current and future goals and then provide you with a plan to achieve those goals. Our financial advisers have an average of 20 years experience advising customers from many different backgrounds in many areas of Financial Advice.
We also specialise in occupational pension transfers and have an in house team to deal with these. You will receive a bespoke in house service you can be sure it will not be passed to another firm to deal with.
Occupational Pension Transfers
Wills and Estate Planning
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